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WisdomTree Global ex-U.S. Quality Growth Fund

105 hedge funds and large institutions have $354M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% less ownership

Funds ownership: 77.26%74.16% (-3.1%)

4% less funds holding

Funds holding: 109105 (-4)

19% less capital invested

Capital invested by funds: $440M → $354M (-$85.3M)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
35
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Inspirion Wealth Advisors
Illinois
$209K
OFS
77
OneAscent Financial Services
Alabama
$208K
VPP
78
Vertex Planning Partners
Illinois
$201K -$4.4M -118,982 -95%
SPIA
79
Steward Partners Investment Advisory
New York
$196K -$27.8K -750 -12%
Comerica Bank
80
Comerica Bank
Texas
$191K -$59.7K -1,614 -23%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$183K +$17.3K +468 +10%
CT
82
Colonial Trust
South Carolina
$176K
AF
83
Allworth Financial
California
$153K -$74 -2 -0%
WF
84
Wayfinding Financial
Washington
$126K +$131K +3,544 New
PS
85
Principal Securities
Iowa
$108K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$76.5K +$19.9K +538 +34%
PTC
87
Private Trust Company
Ohio
$72.7K -$6.07K -164 -7%
FCT
88
First Community Trust
Iowa
$71.3K
MWA
89
Medallion Wealth Advisors
Connecticut
$58.8K +$15.5K +419 +34%
AF
90
Advisornet Financial
Minnesota
$56.7K
IA
91
IFP Advisors
Florida
$53.5K
AWM
92
AE Wealth Management
Kansas
$40.9K
CTC
93
Central Trust Company
Missouri
$27.2K +$28.2K +762 New
RCA
94
Runnymede Capital Advisors
Ohio
$25.3K
NA
95
NewEdge Advisors
Louisiana
$19.9K +$3.81K +103 +23%
FRA
96
Front Row Advisors
California
$15.7K
SMA
97
Sage Mountain Advisors
Georgia
$15.4K
CA
98
CoreCap Advisors
Michigan
$13.4K
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$10K
S
100
SignatureFD
Georgia
$7.67K -$10.5K -285 -57%

DNL Hedge Fund Activity: Q1 2025 in Review

105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2025, worth a combined $354M — down 19% from $440M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DNL and 6 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 35 added.

The largest buyer was Jane Street, adding an estimated $12M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $25.8M.

  • 105 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2025, down from 109 in Q4 2024.
  • Funds reported $354M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2025, down 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2025 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2025 was Jane Street, an estimated $12M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.